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BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808File 801-57468
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.81B
Top 10% of cohort (national)
Discretionary AUM
$17.97B
Non-discretionary $839.6M
Clients
1,102
1,102 accounts
Employees
140
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 13, 2000
- Principal office
- 1301 EAST 9TH STREET, SUITE 2900, CLEVELAND, OH, 44114-3179
- Phone
- 216-771-3450
- Website
- HTTP://WWW.BOYDWATTERSON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.81B
- Discretionary AUM
- $17.97B
- Non-discretionary AUM
- $839.6M
- Discretionary accounts
- 1,096
- Non-discretionary accounts
- 6
- Total accounts
- 1,102
- AUM per client
- $17.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 116 | $1.43B |
| Insurance companies | 27 | $439.4M |
| Investment companies | 4 | $666.6M |
| Charitable organizations | 96 | $1.98B |
| High net worth individuals | 208 | $287.2M |
| Pooled investment vehicles | 9 | $10.04B |
| Pension and profit sharing plans | 140 | $2.11B |
| State or municipal government entities | 40 | $1.60B |
| Individuals (other than high net worth individuals) | 462 | $263.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 124 | 140 | increased by16 |
| Apr 1, 2026 | Clients | 1,070 | 1,102 | increased by32 |
| Apr 1, 2026 | AUM | $18,260,525,004 | $18,809,101,724 | increased by$548,576,720 |
| Apr 1, 2026 | Accounts | 1,070 | 1,102 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 116 | 124 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,337 | 1,070 | decreased by267 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,738,915,196 | $18,260,525,004 | increased by$1,521,609,808 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,337 | 1,070 | decreased by267 |
| Apr 1, 2022 | Employees | 98 | 116 | increased by18 |
| Apr 1, 2022 | Clients | 1,358 | 1,337 | decreased by21 |
| Apr 1, 2022 | AUM | $13,278,144,812 | $16,738,915,196 | increased by$3,460,770,384 |
| Apr 1, 2022 | Accounts | 1,357 | 1,337 | decreased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOYD WATTERSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOYD WATTERSON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.